Marvell Semiconductor 401 K Retirement Plan Investment Model Portfolios

Investment options of Marvell Semiconductor 401 K Retirement Plan

Total Available Funds: 22

Asset Class

Ticker

Description

Others
ROOT	SNAXX	Schwab Value Advantage Money Instl
ROOT	SM310	Schwab Mngd Ret Trust 2010 Cl III
ROOT	MOR020	Morley Stable Value Fund Net 20
ROOT	SM3FI	Schwab Mngd Ret Trust Income Cl III
ROOT	SM340	Schwab Mngd Ret Trust 2040 Cl III
ROOT	SM350	Schwab Mngd Ret Trust 2050 Cl III
ROOT	SM330	Schwab Mngd Ret Trust 2030 Cl III
ROOT	SM320	Schwab Mngd Ret Trust 2020 Cl III

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl

US EQUITY
LARGE VALUE	PEIYX	Putnam Equity Income Y
LARGE BLEND	SWPPX	Schwab S&P 500 Index
MID-CAP BLEND	NMPAX	Columbia Mid Cap Index Z
SMALL BLEND	PENNX	Royce Pennsylvania Mutual Invmt
MID-CAP VALUE	ARTQX	Artisan Mid Cap Value Investor
SMALL VALUE	NOSGX	Northern Small Cap Value
SMALL BLEND	NMSCX	Columbia Small Cap Index Z
Mid-Cap Growth	SDSCX	Dreyfus/The Boston Co Sm/Md Cp Gr I
Mid-Cap Growth	MPEGX	Morgan Stanley Inst Mid Cap Growth I
LARGE GROWTH	RGAEX	American Funds Growth Fund of Amer R4
MID-CAP BLEND	CHTTX	ASTON/Fairpointe Mid Cap N

INTERNATIONAL EQUITY
WORLD STOCK	MWELX	MFS Global Equity R4
Foreign Large Growth	TGVIX	Thornburg International Value I

Investment model portfolios

We provide two types of investment model portfolios for Marvell Semiconductor 401 K Retirement Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

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